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Kent H

Series 66

Whitewater, WI

Edward Jones

Kent Hutchins is a Series 66 licensed financial advisor with Edward Jones in Whitewater, WI, and has 18 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he manages short-term rental properties, including an Airbnb in Whitewater and a condo rental in Lake Geneva. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of financial advisors and offers additional capabilities such as trust services and securities-based lending.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Michael F

CFP®, Series 63, Series 65

Delavan, WI

LPL Financial

Michael Frank is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior experience includes roles at Cetera Financial Specialists and Raymond James Financial Services, as well as managing his own advisory firm, Frank Advisory Services, since 1994. In addition to his advisory work, he is involved in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology solutions.

College savings (529s, UTMA, etc.)
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Derek H

Series 66

Janesville, WI

Wells Fargo Clearing

Derek Hahn is a financial advisor with Wells Fargo Clearing in Janesville, WI, holding a Series 66 designation and having 19 years of industry experience. His career includes roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Financial entities. He serves as treasurer for Mt. Calvary Lutheran Church, overseeing finances and participating in governance. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics grounded in diversification and modern portfolio theory.

Retired Founder/Business Owner
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Alec S

Series 66

Milton, WI

Thrivent Investment Management

Alec Schutz is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera and Uber. Outside of his advisory role, Schutz serves as a bugler for VFW Post 2708 and leads an evangelism committee at Hope Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a planning and managed-account program known as “WealthPlan,” combining these services under a consolidated billing option.

Business ownership considerations
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Aaron M

Series 66

Delevan, WI

Thrivent Investment Management

Aaron Mueller is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Before joining Thrivent, he worked at Live Nation and Kwik Trip Inc. among other positions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across a broad range of topics, offering both one-time and ongoing planning relationships without discretionary trading authority.

Business ownership considerations
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